SBI Mutual Fund · Direct Growth · SEBI Category: Large Cap
SBI Large Cap Fund is managed by SBI Funds Management — the asset management subsidiary of State Bank of India, India's largest public sector bank. The fund has the advantage of SBI's nationwide reach and brand trust, making it one of the more widely distributed large cap funds in India. It invests at least 80% of its assets in large cap stocks — SEBI's top 100 companies by market capitalisation.
The fund uses the BSE Sensex TRI as its benchmark — making it one of the few large cap funds benchmarked against the Sensex rather than the Nifty 100. This means its performance comparison is against India's 30 largest companies rather than the top 100, which creates a different risk-return profile than Nifty 100-benchmarked peers. The portfolio is diversified across banking, technology, consumer goods, energy and industrial sectors.
Dinesh Ahuja has been managing the SBI Large Cap Fund since October 2018 and is part of the equity team at SBI Funds Management — the asset management arm of State Bank of India, India's largest public sector bank with a nationwide distribution network.
For current co-manager details and full biography, refer to the latest SBI Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| SBI Large Cap Fund ▲ | ₹100.90 | ₹52.8K Cr Jan–Mar 2026 | +0.3% | +11.2% p.a. | +11.5% p.a. | 0.45 |
| Mirae Asset Large Cap Fund | ₹121.53 | ₹39.4K Cr Jan–Mar 2026 | -2.4% | +10.5% p.a. | +10.2% p.a. | 0.39 |
| Axis Large Cap Fund | ₹65.56 | ₹31.8K Cr Jan–Mar 2026 | -4.2% | +9.5% p.a. | +7.7% p.a. | 0.28 |
| HDFC Large Cap Fund | ₹1,166.33 | ₹38.0K Cr Jan–Mar 2026 | -3.8% | +11.4% p.a. | +12.2% p.a. | 0.45 |
| Canara Robeco Large Cap Fund | ₹68.50 | ₹16.7K Cr Jan–Mar 2026 | -4.2% | +11.9% p.a. | +11.1% p.a. | 0.51 |
Calculated from 2,574 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how SBI Large Cap FUND ranks against other Large Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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